ALHC LISTING TRANSACTION - Guidelines 2024

CLICK TO ACCESS LISTING GUIDE TEMPLATE

1. Initial Contact and Setting the Appointment

    • Initial Call
    • Set Appointment
  2. Pre-Appointment Preparation
    • Research and Preparation
    • Document Collection
    • Seller Communication
  3. Listing Appointment Execution
    • House Tour
    • Discussion of Services
    • Process Overview
    • Pricing Strategy
    • Set Expectations
  4. Post-Appointment Actions
    • Follow-Up Email
    • Vendor Coordination
    • Document Finalization
  5. Pre-Listing Preparations
    • Home Preparation
    • Photography and Marketing Materials
    • Pre-Marketing
    • Showing Setup
    • Marketing Preferences
  6. Listing the Property
    • Go Live
    • Ongoing Marketing
    • Feedback Collection
  7. Managing Offers
    • Offer Review
    • Negotiation
    • Appraisal Coordination
  8. Closing the Sale
    • Contract Finalization
    • Closing Preparation
    • Final Communication
  9. Post-Closing Follow-Up
    • Thank You Note
    • Request for Review
    • Continued Relationship









ALHC Listing Guidelines

1. Initial Contact and Setting the Appointment

    • Goals of Initial Contact:
      • Establish rapport with the seller.
      • Understand their timeline, motivation, and specific goals.
      • Gather basic information about the property and their expectations.
      • Set an appointment date, preferably as soon as possible, but not the same day.
    • Key Points for Initial Call:
      • Ask about the seller’s goals, timeline, and any special circumstances.
      • Confirm if the seller is interviewing other agents.
      • End the call with a scheduled appointment.

  • Qualifying Questions:

    • What are your primary goals for this sale? Are you planning to purchase locally or relocate?
    • Can you highlight the standout features and luxury upgrades of your home, and how it compares to others in your neighborhood or building?
    • What are your pricing expectations, and have you been monitoring recent sales in your area?
    • What is your preferred timeline for selling, and how flexible are you with your moving or closing dates?
    • Are there any unique circumstances or confidentiality requirements that could impact the sale?
    • What specific qualities and expertise are you looking for in an agent to handle your property?
    • Are you meeting with other agents? If so, what specific qualities or expertise are you seeking?
    • Are there any other key people involved in this transaction that we should be aware of?
    • How do you prefer to communicate throughout the selling process, and how often would you like updates?

    • Have you had any previous experiences with selling or buying real estate that we should consider in tailoring our approach?

Email Template After Initial Contact

2. Pre-Appointment Preparation

  • Preparation Steps:
    • Research the property thoroughly on Realist to ensure that the person that we are inputting on is the owner: tax records, past listings, neighborhood comps, and market trends. Or if not, may request a copy from the agent.
    • Prepare a listing packet that includes a branded folder, selling guide, overview agenda, comps analysis, and any relevant market data.
    • Understand and be prepared to discuss pricing strategies, marketing strategies, and the process of listing the home.
    • Gather necessary documents:
      • Copy of the Warranty Deed.
      • Seller’s Recent Mortgage Statement.
      • Seller’s Disclosure (including details on what stays and what goes).
      • Seller’s Disclosure for furnished.
      • HOA Information (if applicable).
      • Utility information, Survey, Termite Bond, and any relevant house-specific notes.
    • Ensure that any exclusive brokerage engagements are up-to-date.

3. Listing Appointment Execution

    • Listing Appointment Agenda:
      • House Tour: Start with a tour to build rapport and understand the property.
      • Recap of Initial Call: Revisit what was discussed during the initial call to confirm understanding.
      • Explanation of Services:
        • Relational vs. Transactional: Emphasize the importance of a relational approach.
        • Service Commitment: Outline the high level of service the seller can expect.
        • 5 Star Review: Aim to provide a service that leads to a 5-star review.
        • Craft Solutions for Seller’s Goals: Tailor the process to meet the seller's specific goals.
        • Help the Seller Make the Wisest Decision Possible.
      • Confirm Seller’s Goals and Timing: Ensure you understand and align with the seller's objectives and timeline.
      • Our Process:
        • Design Coordinator Visit: Schedule to prepare the home for listing.
        • Home Prep: Guide the seller through necessary preparations.
        • Lockbox Setup and Spare Keys: Secure access for showings.
        • Photos: Schedule photographer
  • Video & Drone
      • Listing Description, Photo Selection, and Approval: Approve listing photos.Work with the seller to finalize the listing details.
      • Pre- Launch: Start generating interest through agent outreach and social media.
      • Paperwork and Disclosures: Ensure all necessary documentation is completed.
      • Signs Installed: Get the property ready for visibility.
      • Finalize Pricing: Discuss and agree on the pricing strategy.
      • ShowingTime Setup: Confirm showing instructions, alarm codes, and preferences.
      • Listing on Thursday: Preferably list on a Thursday to maximize weekend exposure.
      • Ongoing Communication: Once the listing is live, maintain regular communication and gather feedback.
      • Offers: Negotiate offers, considering factors beyond just the price.
      • Appraisal Coordination: Provide the appraiser with comps to support the sales price.
  • Email Template After Listing Appointment:
    Subject: Next Steps After Our Listing Appointment – [Property Address]
    Dear [Seller's Name],
    Thank you for meeting with me today to discuss the sale of your home. I appreciate the opportunity to work with you and am excited to get started.
    Here’s a quick recap of what we discussed:
    • We will begin with a visit from our Visual Coordinator on [Date], who will assist with home preparation.
    • Photos for the listing are scheduled for [Date].
    • I will draft the listing description and send it to you for review and approval.
    • We will finalize the pricing strategy by [Date].
    • The property is set to go live on [Proposed Listing Date], and we’ll aim to have everything in place by then.
  • I will keep you updated at every step. Please review the attached documents for additional details.
    Let me know if you have any questions or if there is anything else you need.
    Best regards,
    [Your Full Name]
    [Your Contact Information]

4. Post-Appointment Actions

  • Next Steps:
    • Send a follow-up email summarizing the appointment and next steps.
    • Schedule a visual coordinator visit to prepare the home for listing.
    • Continue to assist the seller with vendor recommendations and any other needs.
    • Set reminders for key follow-ups, including paperwork, pricing adjustments, and listing milestones.
  • Email Template After Visual Coordinator Visit:
    Subject: Home Preparation and Next Steps – [Property Address]
    Dear [Seller's Name],
    I hope the visit with our Visual Coordinator was helpful. As we discussed, the next steps include:
    • Completing any recommended home preparations.
    • Finalizing the listing details, including the description and photo selection.
    • Preparing the property for our scheduled photoshoot on [Date].
  • If you need any assistance with vendors or have any questions, please don’t hesitate to reach out. We’re getting closer to listing your property, and I’m here to support you through every step.
    Best regards,
    [Your Full Name]
    [Your Contact Information]
  • Documentation:
    • Ensure all necessary forms are signed and documented (Listing Agreement, Brokerage Amendment, etc.).
    • Create a virtual tour using Matterport.
    • Pull FMLS and GAMLS data for the sales summary and comps.
    • Prepare for listing day, ensuring all marketing materials are ready and the property is in top condition.
  • Email Template Confirming Paperwork Completion:
    Subject: Paperwork and Listing Details Confirmed – [Property Address]
    Dear [Seller's Name],
    I’m pleased to confirm that all the necessary paperwork has been completed and the listing details have been finalized. We are now ready to move forward with listing your property on [Date].
    Attached is a summary of the listing information, along with the final versions of the documents for your records.
    Please let me know if there’s anything else you need or if you have any last-minute questions.
    Best regards,
    [Your Full Name]
    [Your Contact Information]

5. Listing the Property

  • Final Checklist:
    • Verify that all documents, including the MLS Dual-Entry Form and Listing Agreement, are complete.
    • Confirm that all marketing strategies are in place.
    • Set up ShowingTime with appropriate instructions, including any alarm codes.
    • List the property on a Thursday if possible, and consider the seller’s availability for showings.
  • Email Template on Listing Day:
    Subject: Your Property is Now Listed – [Property Address]
    Dear [Seller's Name],
    I’m excited to inform you that your property at [Property Address] is now officially listed on the market! You can view the listing [here – include link].
    We’ve put all our marketing strategies in place, and I’ll keep you updated on the progress. The first feedback from showings should start coming in soon, and I’ll share that with you as well.
    Please feel free to reach out with any questions or if you need anything else.
    Best regards,
    [Your Full Name]
    [Your Contact Information]
  • Marketing and Feedback:
    • Monitor the listing’s performance and gather feedback regularly.
    • Adjust the marketing strategy as necessary, maintaining communication with the seller.
    • Prepare for and handle offers, ensuring that all aspects beyond price are considered.
  • Email Template After First Week of Listing:
    Subject: First Week Feedback and Next Steps – [Property Address]
    Dear [Seller's Name],
    We’ve completed the first week of your property being on the market, and I wanted to share some feedback and insights with you.
    [Include summary of feedback, inquiries, showings, etc.]
    Based on this initial response, I recommend the following [include any suggested adjustments to strategy, pricing, etc.].
    Let’s continue to monitor the situation, and I’ll keep you informed of any new developments. Please let me know if you have any thoughts or concerns.
    Best regards,
    [Your Full Name]
    [Your Contact Information]
  • Closing and Beyond:
    • Coordinate the appraisal, providing necessary comps to support the sales price.
    • Follow up with the seller on any final steps or additional assistance needed.
  • Email Template After Accepting an Offer:
    Subject: Offer Accepted! Next Steps for [Property Address]
    Dear [Seller's Name],
    Congratulations! We have successfully accepted an offer on your property. Here are the next steps:
    • I will coordinate with the buyer’s agent to finalize the details and ensure a smooth closing process.
    • We’ll arrange for the appraisal and provide the necessary comps to support the sales price.
    • I’ll continue to keep you updated throughout this process and ensure everything stays on track for a successful closing.
  • Please feel free to reach out if you have any questions or need further assistance.
    Best regards,
    [Your Full Name]
    [Your Contact Information]